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MELIA WEALTH LLC
MELIA GROUP LLC
CRD 145402 · SEC 801-110485
5424 S. MEMORIAL DRIVE, BUILDING E, TULSA, OK, 74145, United States
Phone
918-794-9290
Fax
866-414-0136
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$560.1M
Discretionary AUM
$560.1M
Team
7 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1015 | $325.9M |
| High net worth individuals | 148 | $234.0M |
| Corporations/business entities | 1 | $207K |
States served
AR, CA, LA, MI, OK, TN, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD